We use Groups the same way an IT admin would use a permission group—a set of people that have a certain set of access in aggregate. So we use groups to assign access to reports, templates, etc. We only create a new group when a unique circumstance of permissions comes up. Teams we use to manage re...

Specific examples elude me at the moment in NWE, but in Classic we had cases where a user started a project without one of our templates, which menat without some custom forms that are required for various financial info and tracking. Adding these forms after-the-fact did not seem to kick-off the fi...

We're in a similar conundrum: We don't want to delete the original request/issue, but we also don't want them editing it after it's converted to a project or task. We categorically don't give requesters access to the project, so that really isn't a workaround either. What I did was block the path of...

We were a bit surprised this couldn't be done, and it creates a bookkeeping hassle: Move a Project-Level Expense to a Taskhttps://one.workfront.com/s/idea/0874X000000oNrwQAE/detail

This came-up during our NWE training, and support confirmed we can't do this as of now: Customize "Copy to…" Defaultshttps://one.workfront.com/s/idea/0874X000000oNrrQAE/detail

Yeah, I had a feeling that would be your response @William English‚ (and to a point, I agree) but‚Ķthat's not how the folks who paid for the software look at it. We tried putting together a list of "things Fusion would solve" and‚Ķthe folks with the money were unimpressed and it got looked at more...

@William English‚, my only objection to this way of thinking is it shouldn't be necessary to spend thousands of dollars more on Fusion to get‚Ķwait for it‚Ķbasic sequential project numbers. Yes, I'm being a little sarcastic, but it's directed at WF and not you.  Corporations use numbers, lean tow...

When I tested in Classic, I swore uploading documents to a task DID proliferate them to the project level. Did this change in NWE?

Honestly…email (+Box) was our solution.

I think project-level first for us, since there is mandatory financial information that gets skipped. Though I could see uses of the task level too, if it were available.